AWM

Avondale Wealth Management Portfolio holdings

AUM $203M
1-Year Est. Return 24.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$892K
2
+$578K
3
+$536K
4
AMD icon
Advanced Micro Devices
AMD
+$430K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$424K

Top Sells

1
+$1.08M
2
+$473K
3
+$298K
4
NVDA icon
NVIDIA
NVDA
+$272K
5
LULU icon
lululemon athletica
LULU
+$225K

Sector Composition

1 Technology 6.19%
2 Consumer Discretionary 3.84%
3 Financials 3.7%
4 Industrials 1.26%
5 Energy 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-575
127
– –
0
128
– –
-260
129
– –
-8,000
130
– –
0
131
– –
-23
132
– –
-1,462
133
– –
-280
134
– –
-9
135
– –
-300
2 3 4 5
6